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Don Phelan

Investment Advisor Representative

Williamson Legacy Group

United States, Indiana, Indianapolis

About Me

Don began his financial services career at A.G. Edwards in 2005, a “second career” for him after working in sales and marketing in the telecommunications industry for nearly 20 years. Don holds the following designations from the College for Financial Planning: Accredited Asset Management Specialist (AAMS) and Accredited Domestic Partner Advisor (ADPA). He joined the Williamson Legacy Group of Wells Fargo Advisors in 2017. Don is a graduate of DePauw University, and he completed MBA graduate coursework at the University of Indianapolis. While at DePauw, Don met his wife, Maurie, and they have been married for over 41 years. They have two children; daughter Kari (Matt) Kozlowski of Hatties

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Profile Information

Investment Advisor Representative

Williamson Legacy Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Indianapolis

Indiana

United States

Jan 10, 2025

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